Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

This company has been marked as potentially delisted and may not be actively trading.

Carter Bank and Trust (CSRE) Institutional Ownership

Carter Bank and Trust logo

Institutional Ownership Changes (13F Filings) for Carter Bank and Trust (NASDAQ:CSRE)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$12.18M
Number of
Institutional Sellers
(last 12 months)
0
Get CSRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Carter Bank and Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CSRE Institutional Buying and Selling by Quarter

Carter Bank and Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 CW Advisors LLC24,287$627K0.0%N/A0.000%
8/12/2025 Armor Investment Advisors LLC89,087$2.30M0.9%N/A0.000%
8/5/2025 Integrity Financial Corp WA59,789$1.54M0.8%N/A0.000%
8/4/2025 Arbor Capital Management Inc. ADV32,303$836K0.7%N/A0.000%
8/4/2025 Daymark Wealth Partners LLC47,180$1.22M0.0%N/A0.000%
8/1/2025 Tevis Investment Management26,560$685K0.4%N/A0.000%
7/28/2025 RFG Advisory LLC56,105$1.45M0.0%N/A0.000%
7/16/2025 Maridea Wealth Management LLC8,700$225K0.1%N/A0.000%
7/10/2025 SK Wealth Management LLC110,882$2.86M1.2%+132.6%0.000%
7/9/2025 Krilogy Financial LLC10,175$263K0.0%N/A0.000%
5/19/2025 Jane Street Group LLC11,348$290K0.0%N/A0.000%
4/22/2025 SK Wealth Management LLC47,675$1.16M0.6%N/A0.000%
(Data available from 1/1/2016 forward)

CSRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSRE shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Carter Bank and Trust. The most heavily invested institutionals were SK Wealth Management LLC ($2.86M), Armor Investment Advisors LLC ($2.30M), Integrity Financial Corp WA ($1.54M), RFG Advisory LLC ($1.45M), Daymark Wealth Partners LLC ($1.22M), Arbor Capital Management Inc. ADV ($836K), and Tevis Investment Management ($685K).Learn more on Carter Bank and Trust's institutional investors.

Which institutional investors have been buying Carter Bank and Trust's stock?

Of the 11 institutional investors that purchased Carter Bank and Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SK Wealth Management LLC ($110.88K), Armor Investment Advisors LLC ($89.09K), Integrity Financial Corp WA ($59.79K), RFG Advisory LLC ($56.11K), Daymark Wealth Partners LLC ($47.18K), Arbor Capital Management Inc. ADV ($32.30K), and Tevis Investment Management ($26.56K).

How much institutional buying is happening at Carter Bank and Trust?

Institutional investors have bought a total of 476,416 shares in the last 24 months. This purchase volume represents approximately $12.18M in transactions.



This page (NASDAQ:CSRE) was last updated on 8/22/2025 by MarketBeat.com Staff
From Our Partners
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsoredtc pixel
Altucher: It Looks Like My Trump prediction is coming true
New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Tru...
Paradigm Press | Sponsoredtc pixel
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
Tax Drain Deadline: Protect Your Wealth Before September 15th
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel